Novartis AG NVS: Stock price, financial analysis and comparison with its peers

Stock - NVS

Novartis AG

Prices and values in USD currency

Price - $110.14

Price is the close price as of yesterday market close (i.e. 2025-03-26). Prices are not updated in real time.

Sector

Healthcare

Industry

Drug Manufacturers

Employees

103000.0

ISIN

US66987V1098

Business summary

Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and hea... See more...

Access to the full version of the table.

	NVS	MRK	JNJ	LLY
Company Name	Novartis AG	Merck & Co., Inc.	JOHNSON & JOHNSON	Lilly (Eli) & Co.
Reason for selection	Selected stock	Stock with min Market Cap difference in Industry	Highest market cap. in industry	Highest market cap. in sector
Market Cap	$217,536 M	$222,569 M	$389,360 M	$783,909 M
Industry	Drug Manufacturers	Drug Manufacturers	Drug Manufacturers	Drug Manufacturers
Sector	Healthcare	Healthcare	Healthcare	Healthcare
Total Equity	$44,126 M	*************************	*************************	*************************
Shares Outstanding	1,975 M	*************************	*************************	*************************
Close	$110.14	*************************	*************************	*************************
Earning Yield	NaN%	*************************	*************************	*************************
ROIC	0.54%	*************************	*************************	*************************
Current Ratio	1.0	*************************	*************************	*************************
TBI Financial Score	98	*************************	*************************	*************************
Preferred Stocks	NaN	*************************	*************************	*************************
Total Capitalization	NaN	*************************	*************************	*************************
Book Value per Share	22	*************************	*************************	*************************
Earning Yield EBITavg3	NaN%	*************************	*************************	*************************
P E (3 years avg)	-435073	*************************	*************************	*************************
Net Profit Margin	0.23%	*************************	*************************	*************************
Dividends Yield	3.50%	*************************	*************************	*************************
Working Capital/Debt	NaN%	*************************	*************************	*************************
Net Income	$11,946 M	*************************	*************************	*************************
Net Income 5yGrowth	NaN%	*************************	*************************	*************************
Num of Years w Dividends 10y	2	*************************	*************************	*************************

Investment Analysis Report: NVS and his peers

Overview:

Below you'll find an AI powered output based on the selected companies for comparison. If you change the companies, the output will be re-calculated.

For the analysis we decided to use Graham (father of value investing) as inspiration, the comparison is structured and oriented as the writer did to compare companies back in his times in the chapter 13 of the famous book The Intelligent Investor.

1. Profitability

(a) All 3 companies show satisfactory earnings on their invested capital.

And all of these companies: MRK, JNJ, LLY show very high values of profitability above 30%

A high rate of return on tangible book value often goes along with a high annual growth rate in earnings per share. Mainly due to the fact that the management seems to be qualified to assign invested capital to profitable businesses and make earnings grow over time.

(b) Profit margins are usually an indication of comparative strength or weakness. But it tends to fluctuate based on several factors which can lead to two types of higher-than-average margins: temporary margins caused by external factors (like rises in commodity prices that the company produce due to temporary high demand or temporary low offer), and competitive advantages which stem from the intrinsic company and firm-specific factors.

We define companies with net profit margins of over 20% as having very high margin.

2 companies out of 3 show very high margins. These are: MRK, LLY.

The following companies have a good margin (not high but still acceptable), what could mean that they have competitive advantages if not caused by external factors: JNJ.

2. Stability

Regarding stability of earnings, 2 companies out of 3 have reported positive net income in all of the last 10 years with available statements.

These are the companies from the table above that have always reported positive Net Income: MRK, JNJ.

*** ****** **************** ************* ************* ****** *********** ***** *************** ****** ********************* **** ********************* ********************* ********************* ********************* ********************* ********************* ********************* ****************************************** ********************* ********************* ********************* ********************* *********************

Access to view the full version of the information